See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,990 | $206,359-67.1% | $123,544-45.0% | - |
| Participation rate | 0.0% | 72.1%-72.1pp | 82.3%-82.3pp | - |
| Annual return | -2.41% | -5.77%+3.4pp | 119.20%-121.6pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $70 | $21,386-99.7% | $9,284-99.2% | - |